Filed June 9, 2026 (most recent of 10 filings on file)
Total covered: 2 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,753 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 16 · EIN 41-1416330 | Consulting | $98,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,219 | $56,503-30.6% | $70,092-44.0% | $64,808-39.5% |
| Participation rate | 94.9% | 70.5%+24.4pp | 70.5%+24.4pp | 71.5%+23.4pp |
| Annual return | -15.61% | -13.44%-2.2pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,490 | $2,046-27.2% | $2,559-41.8% | $2,506-40.6% |
| Participant deferral / active EE | $4,373 | $3,389+29.0% | $3,849+13.6% | $4,310+1.4% |
| Admin fee / account holder | $162 | $160+1.0% | $6,267-97.4% | $188-13.8% |